SIGNATUREFD, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$32,740
-2.0%
1,1610.0%0.00%0.0%
Q2 2023$33,425
+0.8%
1,1610.0%0.00%0.0%
Q1 2023$33,158
+0.4%
1,1610.0%0.00%0.0%
Q4 2022$33,019
+10.1%
1,1610.0%0.00%0.0%
Q3 2022$30,000
-9.1%
1,1610.0%0.00%0.0%
Q2 2022$33,000
-10.8%
1,1610.0%0.00%0.0%
Q1 2022$37,000
-2.6%
1,1610.0%0.00%0.0%
Q4 2021$38,000
+5.6%
1,1610.0%0.00%0.0%
Q3 2021$36,000
-2.7%
1,1610.0%0.00%0.0%
Q2 2021$37,000
+2.8%
1,1610.0%0.00%
-50.0%
Q1 2021$36,000
+16.1%
1,1610.0%0.00%
+100.0%
Q4 2020$31,000
+29.2%
1,1610.0%0.00%0.0%
Q3 2020$24,000
-4.0%
1,1610.0%0.00%
-50.0%
Q2 2020$25,000
+19.0%
1,1610.0%0.00%0.0%
Q1 2020$21,000
-36.4%
1,1610.0%0.00%0.0%
Q4 2019$33,000
+3.1%
1,1610.0%0.00%
-33.3%
Q3 2019$32,000
+3.2%
1,1610.0%0.00%0.0%
Q2 2019$31,000
-3.1%
1,1610.0%0.00%0.0%
Q1 2019$32,000
+14.3%
1,1610.0%0.00%0.0%
Q4 2018$28,000
+12.0%
1,161
+233.6%
0.00%
-50.0%
Q1 2015$25,0003480.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 550,472$17,555,00012.97%
EisnerAmper Wealth Management Corporate Benefits, LLC 444,654$14,180,0007.16%
HC Advisors, LLC 162,508$5,182,0003.19%
Pasadena Private Wealth, LLC 182,868$5,832,0002.00%
Key FInancial Inc 113,566$3,571,0002.00%
JNBA Financial Advisors 374,475$11,942,0001.62%
HC FINANCIAL ADVISORS INC 82,943$2,645,0001.54%
WealthTrust Asset Management, LLC 55,577$1,772,0001.54%
Private Portfolio Partners LLC 123,437$3,936,4351.14%
Financial Planning & Information Services, Inc. 101,954$3,251,0000.95%
View complete list of WISDOMTREE TR shareholders